航天彩虹无人机股份有限公司 证券代码：002389 证券简称：航天彩虹 公告编号：2025-061 2 本次变动是否存在违反《证 券法》《上市公司收购管理 办法》等法律、行政法规、 部门规章、规范性文件和本 所业务规则等规定的情况 是□ 否☑ 5．被限制表决权的股份情况 按照《证券法》第六十三 条的规定，是否存在不得 行使表决权的股份 是□ 否☑ 6．30%以上股东增持股份的说明（如适用） 本次增持是否符合《上市 公司收购管理办法》规定 的免于要约收购的情形 不适用 股东及其一致行动人法定 期限内不减持公司股份的 承诺 不适用 7．备查文件 1．航天投资出具的《关于股份减持进展的告知函》 ☑ 2．深交所要求的其他文件 □ 特此公告 航天彩虹无人机股份有限公司董事会 关于控股股东之一致行动人减持股份触及 1%整数倍的公告 公司控股股东之一致行动人航天投资控股有限公司保证向本公司提 供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信 息一致。 航天彩虹无人机股份有限公司（以下简称： "公司"）于 2025 年 12 月 30 日收到公司控 ...

Core Viewpoint - The company is strategically establishing a subsidiary to capitalize on the low-altitude economy development trend, aiming to seize future opportunities in related fields [1] Group 1: Strategic Initiatives - The new subsidiary is part of a forward-looking industrial collaboration and capability building effort [1] - The company plans to focus on low-altitude logistics aircraft and low-altitude manned aircraft, aligning with national strategic directions and market prospects [1] Group 2: Market Positioning - The establishment of the new company is intended to prepare for the formation of a low-altitude economic industrial ecosystem [1]

Core Viewpoint - The company aims to concentrate resources on its main business by selling three plots of land and associated buildings in Taizhou, which will enhance asset liquidity and positively impact current profits [1] Group 1: Transaction Details - The company publicly listed the sale of three plots of land and buildings on the Shanghai United Assets and Equity Exchange, covering an area of 153.75 acres and a building area of 103,900 square meters [1] - The assessed value of the properties was 407.8144 million yuan [1] - The transaction contract was signed with Taizhou Chengxing Urban Construction Development Co., Ltd. on December 23, 2025, and the transfer payment of 407.8144 million yuan was received on December 26, 2025 [1] Group 2: Financial Impact - The sale is expected to revitalize assets and recover funds, which will have a positive effect on the company's current profits [1]

证券代码：002389 证券简称：航天彩虹 公告编号：2025-060 航天彩虹无人机股份有限公司 关于转让公司位于台州南洋科技新材料产业园之三宗土地及地 上建筑物产权的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、交易概述 为提高公司资产运营效率，优化公司资源配置，集中资源发展无人机 主责主业，公司通过上海联合产权交易所以公开挂牌转让的方式出售位于 浙江省台州市椒江区新坦路 218 号南洋科技新材料产业园三宗土地及地 上建筑物产权，本次转让共涉及三宗土地，占地面积合计 153.75 亩；地 上建筑物总建筑面积 10.39 万平方米，资产评估值 40,781.44 万元（评估 备案值）。上述事项已经公司第七届董事会第三次会议审议通过，在公开 挂牌期间，共征集到 1 名合格意向受让方，确认为台州市城兴城市建设发 展有限公司，成交价格为 40,781.44 万元（含增值税价款）。 具体详见公司于 2025 年 11 月 8 日刊登于《证券时报》及巨潮资讯网 （http://www.cninfo.com.cn）的《关于对台州南洋科技新材料产业园三 宗 ...

Core Viewpoint - The commercial aerospace sector is experiencing significant growth driven by supportive government policies and the recent establishment of clearer IPO guidelines for commercial rocket companies, which is expected to accelerate their market entry and boost related industries. Group 1: Market Performance - The Zhongzheng General Aviation Theme Index (931855) rose by 1.62% as of December 29, 2025, with notable increases in constituent stocks such as Guangwei Composites (300699) up 14.57%, Haige Communication (002465) up 10.04%, and Leike Defense (002413) up 9.97% [1] - The General Aviation ETF (561660) increased by 1.70%, marking its fourth consecutive rise, with the latest price reported at 1.2 yuan [1] Group 2: Policy Developments - In November 2025, the National Space Administration issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)", which supports commercial entities in developing new technologies and products, and establishes a national commercial aerospace development fund [1] - The Shanghai Stock Exchange released specific guidelines for commercial rocket companies to access the Sci-Tech Innovation Board, which is expected to expedite the IPO process for leading private commercial rocket firms [2] Group 3: Industry Insights - The commercial rocket sector is identified as the "launch base" of commercial aerospace, with its industrialization expected to drive demand across satellite manufacturing, ground equipment, and space applications [2] - The Zhongzheng General Aviation Theme Index includes 50 listed companies involved in aviation materials, components, aircraft manufacturing, infrastructure, operations, and applications, reflecting the overall performance of the general aviation sector [2] - As of November 28, 2025, the top ten weighted stocks in the Zhongzheng General Aviation Theme Index accounted for 40.68% of the index, including companies like Aerospace Electronics (600879) and China Satellite Communications (601698) [2]

Group 1 - The core viewpoint of the article is that Aerospace Rainbow (002389.SZ) is progressing as planned with the development of the Rainbow 7 project, which is expected to be completed by the fourth quarter of 2025 [1] Group 2 - The company encourages investors to pay attention to future announcements and official reports regarding the project [1]

Core Viewpoint - The general aviation sector is experiencing significant growth, driven by government support and strategic initiatives aimed at enhancing technological independence and promoting the low-altitude economy and commercial aerospace development [1][2]. Group 1: Market Performance - As of December 26, 2025, the China General Aviation Theme Index (931855) rose by 1.83%, with notable increases in constituent stocks such as Guanglian Aviation (300900) up 13.94% and Zhongfu Shenying (688295) up 13.03% [1]. - The General Aviation ETF (561660) also saw a rise of 1.91%, marking its third consecutive increase, with the latest price reported at 1.17 yuan [1]. Group 2: Government Initiatives - A successful satellite launch using the Long March 8A rocket from Hainan's commercial space launch site occurred, deploying 17 low-orbit satellite internet satellites into their designated orbits [1]. - The strategic emerging industry development fund, with a scale of 51 billion yuan, has officially launched, focusing on providing substantial financial support to the aerospace sector and related industries [1]. Group 3: Index Composition - The China General Aviation Theme Index tracks 50 listed companies involved in various aspects of general aviation, including manufacturing, infrastructure, and operations [2]. - The top ten weighted stocks in the index account for 40.68% of the total index, with key companies including Aerospace Electronics (600879) and Haige Communication (002465) [2].

本次取消股东会部分提案的程序符合法律法规、部门规章、规范 性文件和《公司章程》等相关规定。除取消上述提案外，公司《关于 召开2025年第四次临时股东会的通知》（公告编号：2025-058）中列 1 明的其他审议事项、会议时间、会议地点、股权登记日、登记方法等 其他事项未发生变更，现将补充后的召开2025年第四次临时股东会的 通知公告如下： 证券代码：002389 证券简称：航天彩虹 公告编号：2025-059 航天彩虹无人机股份有限公司 关于 2025 年第四次临时股东会取消部分提案 暨股东会补充通知的公告 本公司及董事会全体成员保证信息披露的内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 航天彩虹无人机股份有限公司（以下简称"公司"）定于2025 年12月31日召开2025年第四次临时股东会。具体内容详见公司2025 年12月16日刊登在《证券时报》和巨潮资讯网（www.cninfo.com.cn） 上的《关于召开2025年第四次临时股东会的通知》（公告编号： 2025-058）。 鉴于目前上述拟提交公司股东会审议的《关于全资子公司以包括 部分募投项目资产在内的非货币性资产出资与非关联方合资 ...

Group 1 - The core viewpoint of the news is that Aerospace Rainbow's stock has seen a significant increase of 5.4%, reaching a price of 24.19 yuan per share, with a trading volume of 873 million yuan and a turnover rate of 3.76%, resulting in a total market capitalization of 23.825 billion yuan [1] - Aerospace Rainbow is primarily engaged in the manufacturing and sales of drone products and application services, capacitor films, solar cell back materials, optical films, and lithium-ion battery separators [1] - The main revenue composition of Aerospace Rainbow includes 37.59% from drones and related products, 23.85% from back materials and insulation materials, 20.64% from optical films, 15.02% from technical services, and 2.91% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under the Fuguo Fund has a significant position in Aerospace Rainbow, specifically the Fuguo National General Aviation Industry ETF, which increased its holdings by 21,800 shares in the third quarter, totaling 115,900 shares, accounting for 3.81% of the fund's net value [2] - The Fuguo National General Aviation Industry ETF has a current scale of 703.918 million yuan and has achieved a return of 14.34% since its inception [2] - The fund manager, Yin Qinyi, has been in charge for 1 year and 156 days, with the total asset scale of the fund being 6.717 billion yuan, achieving a best return of 84.53% and a worst return of -12.34% during the tenure [2]

Group 1 - The core point of the news is that Aerospace Rainbow's stock price increased by 5.4% to 24.19 CNY per share, with a trading volume of 873 million CNY and a turnover rate of 3.76%, resulting in a total market capitalization of 23.825 billion CNY [1] - Aerospace Rainbow is engaged in the manufacturing and sales of drone products and application services, capacitor films, solar cell back materials, optical films, and lithium-ion battery separators, with the main revenue composition being 37.59% from drones and related products, 23.85% from back materials and insulation materials, 20.64% from optical films, 15.02% from technical services, and 2.91% from other sources [1] Group 2 - Huashan Fund has one fund heavily invested in Aerospace Rainbow, specifically the Huashan New Leverage Flexible Allocation Mixed A (001800), which increased its holdings by 70,000 shares to a total of 140,000 shares, representing 0.29% of the fund's net value, ranking as the eighth largest holding [2] - The fund has achieved a year-to-date return of 3.21%, ranking 7214 out of 8087 in its category, and a one-year return of 3.33%, ranking 7113 out of 8071 [2] Group 3 - The fund manager of Huashan New Leverage Flexible Allocation Mixed A is Zhang Rui, who has been in the position for 3 years and 225 days, with a total asset scale of 1.892 billion CNY and a best return of 14.85% during his tenure [3] - Co-manager Zheng Weishan has been in the role for 3 years and 216 days, managing assets totaling 28.683 billion CNY, with a best return of 32.32% during his tenure [3]